Principal Focused Multicap Fund- Direct Plan
To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Suitability
This product is suitable for investors who are seeking
• Long term Capital Growth
• Investment in equity & equity related securities including equity derivatives of large capitalization Companies
Fund Info
Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 298.64
Expense Ratio
2.48%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 100 |
| Scheme AUM (in Crs.) | ₹ 298.64 |
| Expense Ratio | 2.48% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 6940 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
6.29
Reliance Industries Ltd.
Equity
5.08
Housing Development Finance Corpn. Ltd.
Equity
4.76
Hindustan Unilever Ltd.
Equity
4.50
Infosys Ltd.
Equity
4.39
Kotak Mahindra Bank Ltd.
Equity
4.37
ITC Ltd.
Equity
4.24
Britannia Industries Ltd.
Equity
4.07
Maruti Suzuki India Ltd.
Equity
4.00
ICICI Bank Ltd.
Equity
3.98
Sector Allocation(%)
Sector
Percent
Technology
9.95
Automobile
9.70
Construction
5.73
Financial
26.31
FMCG
14.59
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.